[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@CharlesGoodnig1](/creator/twitter/CharlesGoodnig1) "Japan market feels like the opposite of the US. Expensive LT growth companies like Monotaro Rakuten severely underperforming value names with so-so businesses but huge cash balances outperforming" [X Link](https://x.com/CharlesGoodnig1/status/1973456262437519375) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-10-01T18:33Z XXX followers, XX engagements "Sorry man as someone who pitched in college this is off. The first pitch was a slider that should have been outside low and missed middle-in low where lefties feast. The second pitch was indeed absurd but again still low and in. The third pitch was the meatiest of them all a fastball in the same spot the catcher clearly wanted it outside. In general Ohtanis weakness when youre lucky is outside low (preferably off the plate) and fastball up and in all of these were big misses and two were absolute meatballs to a lefty like Ohtani" [X Link](https://x.com/CharlesGoodnig1/status/1979606987026600442) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-10-18T17:54Z XXX followers, XXX engagements "Amazing humility from one of the top X players in the game. Hed be MJ on any other MLB team but defers to Ohtani; this kind of dynamic is what dynasties are made of (unfortunately for Cards fans like me)" [X Link](https://x.com/CharlesGoodnig1/status/1979633235488580012) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-10-18T19:38Z XXX followers, XXX engagements "Need some patience with $IAG (IAMGOLD) because of the likelihood of a ST pullback but this is potentially the largest gold mine in Canada with a cost basis of $1400/oz that will be minting $1bn+ in FCF with gold anywhere near $3000. Currently $7bn market cap" [X Link](https://x.com/CharlesGoodnig1/status/1976376346743087259) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-10-09T19:56Z XXX followers, XXX engagements "$FDS has a great record of growing fcf/share IMO still has a solid offering at much lower price than BBG locks in many companies who build analytical IP with their Excel addins and APIs and now trades the cheapest since the GFC. 5-6% forward FCF yield seems like a decent bet here" [X Link](https://x.com/CharlesGoodnig1/status/1968434149422940302) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-09-17T21:57Z XXX followers, 1972 engagements "Got the X% annual cost increase from $FDS today. I know people say AI tools are threatening but reality is when the entire performance reporting process is created with $FDS on the backend it creates incredibly sticky customers. Not to mention excel sheets and graphs all programmed to use FDS codes" [X Link](https://x.com/CharlesGoodnig1/status/1971434389952430501) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-09-26T04:39Z XXX followers, XXX engagements "Kikukawa Enterprise ($6346) achieved a market value equal to its cash for the first time since 2019 today. Hikari Tsushin has been buying relentlessly which helps (I'm pretty sure they've been buying from me for the past month) but more and more of these Japanese net-nets are getting eaten up by better dividend policies and activism" [X Link](https://x.com/CharlesGoodnig1/status/1971441719754588218) [@CharlesGoodnig1](/creator/x/CharlesGoodnig1) 2025-09-26T05:08Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CharlesGoodnig1
"Japan market feels like the opposite of the US. Expensive LT growth companies like Monotaro Rakuten severely underperforming value names with so-so businesses but huge cash balances outperforming"
X Link @CharlesGoodnig1 2025-10-01T18:33Z XXX followers, XX engagements
"Sorry man as someone who pitched in college this is off. The first pitch was a slider that should have been outside low and missed middle-in low where lefties feast. The second pitch was indeed absurd but again still low and in. The third pitch was the meatiest of them all a fastball in the same spot the catcher clearly wanted it outside. In general Ohtanis weakness when youre lucky is outside low (preferably off the plate) and fastball up and in all of these were big misses and two were absolute meatballs to a lefty like Ohtani"
X Link @CharlesGoodnig1 2025-10-18T17:54Z XXX followers, XXX engagements
"Amazing humility from one of the top X players in the game. Hed be MJ on any other MLB team but defers to Ohtani; this kind of dynamic is what dynasties are made of (unfortunately for Cards fans like me)"
X Link @CharlesGoodnig1 2025-10-18T19:38Z XXX followers, XXX engagements
"Need some patience with $IAG (IAMGOLD) because of the likelihood of a ST pullback but this is potentially the largest gold mine in Canada with a cost basis of $1400/oz that will be minting $1bn+ in FCF with gold anywhere near $3000. Currently $7bn market cap"
X Link @CharlesGoodnig1 2025-10-09T19:56Z XXX followers, XXX engagements
"$FDS has a great record of growing fcf/share IMO still has a solid offering at much lower price than BBG locks in many companies who build analytical IP with their Excel addins and APIs and now trades the cheapest since the GFC. 5-6% forward FCF yield seems like a decent bet here"
X Link @CharlesGoodnig1 2025-09-17T21:57Z XXX followers, 1972 engagements
"Got the X% annual cost increase from $FDS today. I know people say AI tools are threatening but reality is when the entire performance reporting process is created with $FDS on the backend it creates incredibly sticky customers. Not to mention excel sheets and graphs all programmed to use FDS codes"
X Link @CharlesGoodnig1 2025-09-26T04:39Z XXX followers, XXX engagements
"Kikukawa Enterprise ($6346) achieved a market value equal to its cash for the first time since 2019 today. Hikari Tsushin has been buying relentlessly which helps (I'm pretty sure they've been buying from me for the past month) but more and more of these Japanese net-nets are getting eaten up by better dividend policies and activism"
X Link @CharlesGoodnig1 2025-09-26T05:08Z XXX followers, XX engagements
/creator/twitter::1037076795869130752/posts